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PlanGuru
PlanGuru lists its corporate mailing address as 1 S. Main St, 3rd Floor, Wilkes-Barre, Pennsylvania 18701.
Plans and prices
Single Entity
1 user · 5 years of actual results · 10 years of budgeting/forecasting
Read 20 Sep 2026 · planguru.com
Single Entity with Analytics
1 user · 5 years of actual results · 10 years of budgeting/forecasting
Read 20 Sep 2026 · planguru.com
Multi-Unit Consolidations
3 users · 5 years of actual results · 10 years of budgeting/forecasting
Read 20 Sep 2026 · planguru.com
Single Entity (annual)
1 user included · Additional users $25/mo. · 30-day money-back guarantee
Read 29 Sep 2026 · planguru.com
Single Entity (monthly)
1 user included · Additional users $29/mo. · 30-day money-back guarantee
Read 29 Sep 2026 · planguru.com
Advisor Plan (annual)
3 clients included · Additional Single Entity Client: $42/mo. · Additional Client w/ Consolidations: $99/mo.
Read 29 Sep 2026 · planguru.com
Advisor Plan (monthly)
3 clients included · Additional Single Entity Client: $49/mo. · Additional Client w/ Consolidations: $119/mo.
Read 29 Sep 2026 · planguru.com
Single Entity with Analytics (annual)
1 user included · Additional users $25/mo. · 30-day money-back guarantee
Read 29 Sep 2026 · planguru.com
Single Entity with Analytics (monthly)
1 user included · Additional users $29/mo. · 30-day money-back guarantee
Read 29 Sep 2026 · planguru.com
On the record
- Consolidations
- The Multi-Unit Consolidations plan supports separate budgets and forecasts for multiple companies, locations, departments, divisions, or business units before consolidation.planguru.com · read 29 Sep 2026
- Data imports
- The product imports from QuickBooks Online, Xero, and Excel, including Excel financial and nonfinancial data, and supports importing up to five years of actual results.planguru.com · read 29 Sep 2026
- Downloads
- The downloads page provides a PlanGuru Desktop v8 update and separate Advanced Reporting Excel add-ins for the App and Desktop.planguru.com · read 29 Sep 2026
- Forecasting
- Plans include budgets and forecasts for up to 10 years, unlimited scenarios per company, a prebuilt three-way forecasting structure, and more than 20 standard forecasting methods.planguru.com · read 29 Sep 2026
- Intended users
- The company describes its audience as small businesses, nonprofits, entrepreneurs, accountants, and advisers.planguru.com · read 29 Sep 2026
- Modeling tools
- The listed tools include a formula builder, assumption- and KPI-based forecasting, workforce planning, notes payable and line of credit tools, and ratios and KPIs.planguru.com · read 29 Sep 2026
- Platform distinction
- The PlanGuru App is browser-based, while PlanGuru Desktop is a separate product; their data is not shared or synchronized.planguru.com · read 29 Sep 2026
- Purpose
- PlanGuru provides budgeting, forecasting, and financial analytics tools to help small and midsize businesses make decisions using projected financial results and KPIs.planguru.com · read 29 Sep 2026
- Reporting
- PlanGuru offers an Advanced Reporting Excel add-in for custom report layouts, financial statement and KPI reports, multi-analysis reports, and dynamic report books and dashboards.planguru.com · read 29 Sep 2026
- Scenario modeling
- Yesplanguru.com · read 20 Sep 2026
- Security
- PlanGuru Analytics requires SSL, states that passwords and company-identifying information are encrypted, and says card transactions go directly to Recurly and PayPal, which it identifies as PCI-DSS Level 1 compliant.help.planguru.com · read 29 Sep 2026
- Support
- Technical support is included with subscriptions, and the company lists support tickets, email, and phone as contact options.planguru.com · read 29 Sep 2026
- Trial
- PlanGuru offers a free trial with access to the selected plan's features, and work created during the trial remains available after subscribing.planguru.com · read 29 Sep 2026
- Variance analysis
- Yesplanguru.com · read 20 Sep 2026
